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Global
October 19, 2023
SolidWorld: Fast-Growing Italian 3D Digital Systems Integrator
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October 19, 2023
Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM
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October 19, 2023
Eurofins: Fast-Growing, Best-in-Class, Family-Owned Lab Operator
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October 18, 2023
Focus: Game Publisher Successfully Pursuing Vertical Integration
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October 18, 2023
Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators
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October 18, 2023
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
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October 18, 2023
Teleperformance: Founder-Led, Growing Customer Service Provider
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October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
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October 18, 2023
Niox: Asthma Diagnostics Business Undergoing Positive Change
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October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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October 17, 2023
Adyen: Likely Winner in Global Payment Wars, Despite Challenges
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October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
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October 17, 2023
Petershill Partners: Attractive Portfolio of General Partner Interests
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October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
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October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
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October 17, 2023
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
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July 24, 2023
Fund Manager Jeevan Patwa on the Chemicals Sector in India
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June 22, 2023
Bandai Namco: Entertainment Company With Strong IP and Culture
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April 27, 2023
Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst
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April 27, 2023
Japanese Small Value: Opportunity Set, Constraints, Valuations
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